He’s straying from the pack a bit, but analyst Rod Hall of J.P. Morgan has offered a statement predicting that Apple will continue to support the concept of a “super cycle” after the “iPhone 7s” family and “iPhone 8” launch. However, because of possible OLED screen issues related to Touch ID, launch quantities will likely be constrained.

The original J.P. Morgan estimates had predicted that Apple would have 9 million “iPhone 8” units available for launch and for sale before the end of September. Instead, Hall has predicted that the actual number is now closer to 2 million because of unspecified production problems, and has shifted quarterly unit forecasts accordingly.